Stock Watch

Stock Watch - Stock Pick — Tesla and cash

Bright Khumalo from Vestact chose Tesla as his stock pick of the day and Ian Cruickshanks from the SAIRR chose cash. Khumalo said: "Tesla, they released their production update saying that they delivered 95 200 cars, that's more cars that they ever delivered, for example for their whole year of…

4 Jul 2019 2AM 28 min

Stock Watch - Stock Picks — Anglo American and Transaction Capital

Mark du Toit from Courtney Capital Private Wealth chose Anglo American as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Transaction Capital. du Toit said: "Interest rates are coming down world wide and the global economy, particularly in Europe has been lackluster and…

3 Jul 2019 2AM 29 min

Stock Watch - Stock Picks — Afrimat and BAT

Deryck Janse van Rensburg from Anchor Securities chose Afrimat as his stock pick of the day and Gerbrand Smit from NeFG Fund Management chose British American Tobacco Janse van Rensburg said: "Tonight I'm going with a smaller mid-cap stock, Afrimat. What they did a while back was an acquisition in…

2 Jul 2019 2AM 30 min

Stock Watch - Stock Picks — Burford and Intel

Drikus Combrink from Capicraft chose Burford Capital and Gary Booysen from Rand Swiss chose Intel Corp Combrink said: "Their investment case is getting stronger at the moment with a big litigation case that has gone in their favour and they sold off a lot of the risk and this bumped…

1 Jul 2019 2AM 29 min

Stock Watch - Stock Picks — Old Mutual & Cash: Stock Picks — Old Mutual & Cash

Waldo du Plessis from Nitrogen Fund Managers chose Old Mutual as his stock pick of the day and Ian Cruickshanks from the SAIRR chose cash. Cruickshanks said: I would stick with cash, I feel comfort in getting a pretty good return at the moment and knowing in a year or…

27 Jun 2019 2AM 29 min

Stock Watch - Stock Pick — BAT

Nesan Nair from Sasfin Securities chose British American Tobacco as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments did not have a stock pick this week.​ Nair said: "I'm gonna go with British American Tobacco, I look at the dividend yields I think there's…

26 Jun 2019 2AM 28 min

Stock Watch - Stock Picks — African Rainbow and Echo Polska Properties

Mark du Toit from Courtney Capital Private Wealth chose African Rainbow Minerals as his stock pick of the day and Drikus Combrink from Capicraft chose Echo Polska Properties du Toit said: "I chose African Rainbow Minerals as the metal prices are running and there is not a lot of supply…

25 Jun 2019 2AM 31 min

Stock Watch - Stock Picks — Richemont and Anglo American

Nick Kunze from Sanlam Private Wealth chose Richemont as his stock pick of the day and Joseph Busha from JM Busha Investments chose Anglo American. Kunze said: "Richemont has been trading upper end of the range and I have a couple reasons for choosing them. There was actually a research…

24 Jun 2019 2AM 29 min

Stock Watch - Stock Pick — Blue Label Telecoms and African Rainbow Capital

Graeme Körner from Körner Perspective chose African Rainbow Capital as his stock pick of the day and Ashraf Mohamed from Arqaam Capital chose Blue Label Telecoms. Körner said: "I'm being cautious and if you can buy investment companies at 30% plus discounts to NAV (net asset values) with underlying operating…

20 Jun 2019 3AM 28 min

Stock Watch - Stock Picks —Shoprite and oil

Wayne McCurrie from FNB Wealth & Investments chose Shoprite as his stock pick of the day and Gary Booysen from Rand Swiss chose oil. McCurrie said: "I'm going to go back to an old favourite and a good old domestic SA Inc. stock - called Shoprite. I think we are…

19 Jun 2019 2AM 30 min

Stock Watch - Stock Picks — Lab Corp and Old Mutual

Ricus Reeders from PSG Wealth Sandton chose Laboratory Corp American Holdings as his stock pick of the day and Deryck Janse Van Rensburg from Anchor Securities chose Old Mutual. Reeders said: "My stock is a US stock called Lab Corp, they are basically medical laboratories and they are one of…

18 Jun 2019 2AM 29 min

Stock Watch - Stock Picks — Coronation, Lewis and Mondi

Gerbrand Smit from NeFG Fund Management chose Coronation as his stock pick of the day, Sekgabo Molelekoa from Umthombo Wealth chose Lewis and Nesab Nair from Sasfin Securiets chose Mondi. Smit Said: "I'm going for Coronation Fund Managers, it's something that no-one else wants to own at the moment as…

13 Jun 2019 2AM 31 min

Stock Watch - Stock Picks — Altron and Investec

David Shapiro from Sasfin Securities chose Altron as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Investec Shapiro said: "A business in that is doing very well in the challenging times. They got rid of all the old legacy businesses. It is a…

12 Jun 2019 2AM 30 min

Stock Watch - Stock Picks — Alimentation Couche-Tard and Alibaba

Jean Pierre Verster from Fairtree Capital chose Alimentation Couche-Tard as his stock pick of the day and Deryck Janse Van Rensburg from Anchor Securities chose Alibaba. Verster said: "My stock pick is based in Canada, Quebec and the company is called Alimentation Couche-Tard, and a couche-tard is apparently a night…

11 Jun 2019 2AM 29 min

Stock Watch - Stock Picks — Heineken and Pharmacare

Jonathan Fisher from PSG Wealth Sandton chose Heineken as his stock pick of the day and Nick Crail from Ashburton Investments chose Aspen Pharmacare. Fisher said: "I choose Heineken, listed in Amsterdam and has a price of E97 with a PE (price earnings ratio) of 29 (times multiple) and dividend…

10 Jun 2019 2AM 31 min

Stock Watch - Stock Pick — Beyond Meat and Coronation

Bright Khumalo from Vestact chose Beyond Meat as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Coronation Fund Managers. Khumalo said: "I'm going short on Beyond Meat. I think the stock is over run. Beyond Meat make a "Beyond Burger" from wheat based…

6 Jun 2019 2AM 29 min

Stock Watch - Stock Picks — Shoprite and Reinet

Wayne McCurrie from FNB Wealth & Investments chose Shoprite as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Reinet. McCurrie said: "I'll go for an SA retailer and pick Shoprite. it's looking cheap the economy's at the bottom, it can turn around. Things cant…

5 Jun 2019 2AM 28 min

Stock Watch - Stock Picks — Mondi and J.D.com

Nesan Nair from Sasfin Securities chose Mondi as his stock pick of the day and Jean Pierre Verster from Fairtree Capital chose J.D.com. Nair said: "I'm going to go for an old fashion company - Mondi, a packaging company with very good management. I think the share price has been…

4 Jun 2019 2AM 27 min

Stock Watch - Stock Picks — Investec and Burford Capital

Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day and Drikus Combrinck from Capicraft chose Burford Capital. Kunze said: "We think the valuations are far closer to around R120 per share and it's currently sitting under R100. We think it has been far too…

3 Jun 2019 2AM 31 min

Stock Watch - Stock Picks — cash and City Lodge hotels

Ian Cruickshanks from SAIRR chose cash as his stock pick of the day and Graeme Körner from Körner Perspective chose City Lodge Hotels. Cruickshanks said: "I believe that being sure of getting your money back at the end of a fixed period is the most important factor and that sort…

30 May 2019 2AM 31 min